Consulting Services

As much as you would like, not everything fits neatly into your plans. So we provide a full range of consulting services to address those “out of the box” needs.

Consulting Services

At Holmes & Swafford CPAs, our business is to know and understand your financial situation. We offer services beyond compliance and combine our experience, expertise and knowledge to add value as a trusted advisor to your financial situation.

We offer the following consulting services:

Human Resources Consulting

We have a professional who holds the SHRM (Society of Human Resource Management) certification as a Senior Professional – Human Resources. This skill set is extremely useful in employee compliance matters. We can assist in the development of Policy Manuals, Safety Manuals and Compliance with common OSHA standards. We can perform a review of personnel job descriptions and proper classification of employees versus independent contractors.

HR becomes more complex every day. There is a tremendous opportunity for us to assist you in making sure you have the right foundations to build systems and policies to protect you and provide a safe and friendly workplace where employees will thrive and improve your customer’s experience.

Financial Processes

Every organization can benefit from being introspective, skeptical and analytical regarding their finances. We work with organizations to develop the predictive capabilities necessary to adapt to rapid changes and outperform their peers. Specifically, we can help you with:

Improve finance operations by focusing on operational effectiveness, financial analytics as well as budgeting and forecasting.

Enable efficient regulatory compliance.

Effectively manage risk by identifying sources and improvements to mitigate high risk areas.

Litigation

Marital dissolution

Partner or shareholder dissolution

Economic damages or bankruptcy

Financial Reporting

Purchase price allocation

Asset impairment testing

Intellectual property valuations

Business Planning

Buy and sell agreements

Purchases or sale of a business

General business planning

Estate Fiduciaries

Assist with the sale of hard assets

Assist with negotiating private sales of intangibles

Develop causes of action to recover assets

Distribute estate assets to creditors on the basis of priority ranking

Forensic Accounting

Fraud is an ever present and growing problem for business organizations. It can go undetected for years and is often committed by “trusted” employees. Fraud impacts nearly every organization regardless of size and the costs can be substantial.

At Holmes & Swafford CPAs, our forensic accounting team is comprised of highly trained Certified Fraud Examiners (CFE’s) and accountants Certified in Financial Forensics (CFF’s). We believe the best way to deal with fraud is to prevent it. Our approach goes beyond looking at the numbers to analyze and interpret them and understand the story they tell. We assess and protect organizations from fraud through a rigorous step by step approach as follows:

MOUNT JULIET - NOW OPEN!

Holmes & Swafford provide a wide variety of accounting, tax and financial management services. Most of our clients are located in east Nashivlle. We service clients in many counties, including Wilson & Rutherford TN .